See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,813 | $165,984-81.4% | $164,813-81.3% | $145,922-78.9% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 12.60% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $9,678 | $5,273+83.5% | $4,341+123.0% | $4,660+107.7% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $183 | $16,648-98.9% | $12,690-98.6% | $13,397-98.6% |